IWM
FUMB icon

IMG Wealth Management’s First Trust Ultra Short Duration Municipal ETF FUMB Stock Holding History

IMG Wealth Management’s Portfolio FUMB Stock Details FUMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$54.4K Buy
2,712
+1,331
+96% +$26.8K 0.03% 163
2025
Q4 		$27.7K Hold
1,381
– – 0.02% 207
2025
Q3 		$27.8K Hold
1,381
– – 0.02% 182
2025
Q2 		$27.8K Hold
1,381
– – 0.02% 178
2025
Q1 		$27.8K Buy
+1,381
New +$27.8K 0.02% 174

Other funds holding FUMB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.24B AUM 20.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
GWP
Gateway Wealth Partners Appleton, Wisconsin $2.57B AUM 16.81% 1-Year Est. Return

IMG Wealth Management's FUMB Position: Q1 2026 in Review

IMG Wealth Management increased its First Trust Ultra Short Duration Municipal ETF (FUMB) stake by 96% in Q1 2026, buying an estimated $26.8K and bringing the position to 2,712 shares worth $54.4K. The position accounts for 0.03% of the portfolio, ranked #163.

IMG Wealth Management first reported a position in FUMB in Q1 2025 and has held it in 5 quarters since. 88 funds tracked by Wall St. Rank hold FUMB as of Q1 2026.

  • IMG Wealth Management held 2,712 shares of First Trust Ultra Short Duration Municipal ETF worth $54.4K as of Q1 2026.
  • IMG Wealth Management bought 1,331 First Trust Ultra Short Duration Municipal ETF shares in Q1 2026, an estimated $26.8K.
  • First Trust Ultra Short Duration Municipal ETF made up 0.03% of IMG Wealth Management's portfolio in Q1 2026, its #163 holding.
  • IMG Wealth Management first reported a position in First Trust Ultra Short Duration Municipal ETF in Q1 2025 and has held it in 5 quarters since.
  • 88 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q1 2026.

Based on IMG Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.